The CFG Blog
Categories
Refresh Your Retirement Strategy for Spring
Key takeaways − Do a spring check of income and spending; review Social Security, pensions, withdrawals, and update withdrawal strategy for sequence-of-returns risk. Refresh your asset mix: rebalance, trim concentrated
Why Your Wealth Management Needs a Fiduciary Lens
Key takeaways − A fiduciary standard legally requires an advisor to put your interests first, reducing conflicts and ensuring loyalty, care, prudence, and full disclosure. Objective, conflict-free advice aligns portfolio
Common Portfolio Rebalancing Mistakes Retirees Overlook
Key takeaways − Avoid letting market highs increase stock exposure; follow a written, rule-based rebalancing plan and use tolerance bands. Account for taxes before selling winners; coordinate trades across accounts,
Estate Planning and Wealth Management for Multigenerational Families
Key takeaways − Coordinate multigenerational planning to protect retirees, support adult children, and plant seeds for future generations. Create core documents: a will, revocable living trust, powers of attorney, and
Strategic Investment Management for High-Net-Worth Individuals
Key takeaways − Begin with a clear financial vision and comprehensive plan to align goals, horizons, liquidity needs, and guide disciplined investment decisions. Construct a diversified, risk-managed portfolio across asset
New Tools and Rules for Your Retirement Plan
Key takeaways − DOL launched Retirement Savings Lost and Found Database at LostandFound.dol.gov to locate old 401(k)s and pensions. Tool is a starting point; contact plan administrators to confirm details.
